AI for Advanced Excel Reporting and Automation

Overview:

Option 1 - Advanced Automation Focus: This session, led by Ray, shows experienced Excel users how to hand off the repetitive parts of reporting to AI. You move through advanced formula generation, dynamic report templates and multi-sheet data consolidation, finishing with automated charts and genuine trend analysis across complex datasets.

By the end, you'll see exactly how this applies to your own recurring reports and workbooks, with nothing left theoretical. The pace stays practical throughout, so every idea ties back to a real task you'll use again after the webinar. The focus stays on outcomes you can apply the same day, not just concepts to remember later.

Key Benefits:

• Automate the repetitive reporting tasks that eat up your week
• Build dynamic templates that update themselves
• Finish with real skills for trend and outlier analysis at scale

OR

Option 2 - Practical Reporting Efficiency Focus: Built for professionals who already know Excel and want AI doing the heavy lifting on reporting, this session is guided by Ray. You apply AI to advanced formulas, data consolidation and automated visuals, with data-privacy essentials covered so every automation is handled responsibly. The pace stays practical throughout, so every idea ties back to a real task you'll use again after the webinar. The focus stays on outcomes you can apply the same day, not just concepts to remember later. You finish with concrete skills tied to your own recurring reports and workbooks, ready to use straight away.

Key Benefits:

• Cut advanced reporting time significantly with AI automation
• Consolidate data across sheets and workbooks accurately
• Apply automation responsibly with business data

OR

Option 3 - Structured Advanced Skills Focus: Ray delivers a structured, no-jargon path through advanced AI-assisted Excel reporting. You build from advanced formulas through automated templates to trend and outlier analysis, so experienced users leave with genuinely new, applicable techniques. The focus stays on outcomes you can apply the same day, not just concepts to remember later. You finish with concrete skills tied to your own recurring reports and workbooks, ready to use straight away. Expect a hands-on pace, plenty of real examples, and time to ask questions specific to your own role. By the end, you'll see exactly how this applies to your own recurring reports and workbooks, with nothing left theoretical.

Key Benefits:

• Progress through genuinely advanced Excel automation techniques
• Leave with reusable, dynamic reporting templates
• Build real confidence with trend and outlier analysis

Why you should Attend:

• Understand what AI can genuinely automate in advanced Excel reporting
• Learn costs and licensing before rolling automation out more widely
• Build advanced, nested formulas without memorising syntax
• Create dynamic report templates that update themselves
• Consolidate data accurately across sheets and workbooks
• Spot trends and outliers across large, complex datasets
• Understand data privacy and responsible-use essentials for automation

Areas Covered in the Session:

• AI for Excel Explained - how it works and where it fits into advanced reporting
• Reusable Project Toolkit - keep a running record of your strongest prompts using the referenced template provided, so you can organise and reuse them across every AI platform
• Projects - Understand, Create and Manage - bring your files, instructions and conversations together like a power user, for genuine everyday efficiency
• Upload a File for Analysis - learn when to upload a file to a project versus a single chat, and why it matters
• Plans, Costs and Licensing for AI in Excel - understand what's available and what it costs
• Advanced Formula Generation - build complex, nested formulas without memorising syntax
• Automate Repetitive Reporting Tasks - remove the manual steps that eat up reporting time
• Build Dynamic, Reusable Report Templates - create templates that update themselves
• Consolidate Data Across Sheets and Workbooks - bring scattered data together accurately
• Advanced Trend, Variance and Outlier Analysis - spot what matters in large, complex datasets
• Automate Charts and Visual Summaries - generate visuals straight from your reporting data
• Data Privacy and Responsible Use - practical essential protections when automating with business data

NOTES:

• Topic sequence may be subject to slight variation
• All Learning Guides include a wide range of keyboard shortcuts for Windows and Mac

Who Will Benefit:

• Experienced Excel users ready to move into advanced, AI-assisted reporting and automation. Analysts, finance and accounting staff, reporting coordinators, managers and anyone producing advanced Excel reports will benefit